Josh Berry focuses on providing a holistic wealth management strategy that commences with a deep understanding of his clients and their unique needs – their financial landscape and their core values. From there, he assist in crafting a personalized wealth management strategy designed to adapt to evolving needs and shifting market dynamics. By offering access to Merrill's investment insights and the banking convenience of Bank of America, he is well-equipped to address the multifaceted dimensions of his clients' financial journeys. His motivation stems from an unwavering dedication to delivering unparalleled service and aiding clients in the realization of their financial goals.
He honors the enduring Merrill tradition of active engagement within the communities we serve. Josh's innate commitment to serving others and positively contributing to the development of a better future ignites his passion for investing time in volunteering with local youth organizations.
My mission is to develop a complete understanding of your individual financial needs and priorities. My approach to developing your personalized plan is a thorough process that provides a clear roadmap for success. Through this process, I will pose thought-provoking and insightful questions and listen attentively to your responses to determine what matters most to you. This enables me to gain an intricate understanding of your current financial standing and your aspirations for the future. Using this knowledge, I will help you design and implement a customized wealth management strategy that will allow you to pursue your personal financial goals while also managing investment risk. My approach to wealth management revolves around harnessing your wealth to transform your goals into tangible financial achievements.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
